Find in This Window searches the window in front of you. It is for finding a line on a report, a document in a list, or an item on an invoice, without leaving the screen you are on. To search the whole company for a transaction, use Advanced Find instead.
Using it
Press Ctrl+F or F3, or choose Edit ▸ Find in This Window. What happens depends on the window in front:
| Window in front | What Find does |
|---|---|
| A report | Puts the cursor in the report's Search this report… box. |
| Create Invoices | Puts the cursor in the item search box at the top of the lines ("Scan barcode or type item name / SKU — Enter adds the line") and selects what is in it, so you can type the next item straight away. |
| A list (Invoices, Bills, Customer Centre and so on) | Click the list's Search this list… box. |
Searching a list
Lists with eight or more rows have a toolbar above the rows:
- Search this list… — type and the list narrows as you type, matching any column.
- Press Enter to pin what you typed. It becomes a chip above the list, the box empties, and what you type next narrows the list further. For example, pin
Surrey, then typeoverdue. - Click the × in the box, or press Esc, to empty it. A second Esc goes back as usual.
- Filters — conditions on a column (a date range, an amount, a status), and saved views of the list.
- Columns — choose which columns show.
- Export and Email — send exactly what is on screen, filters included, as CSV, Excel or PDF.
Click a column heading to sort by it; click again to reverse the order. Use ↑ and ↓ to move through the rows and Enter to open the highlighted one.
Searching a report
Every report has a search bar with Search, Filters, Group By and Favourites:
- Type in Search this report… to show only the lines that match.
- F7, or the Filter button, opens the report's filters. Filter by *column* lists that column's values, with a Find a value box.
- Favourites keeps searches you use often: Save current search… names the one you have set up.
- Clear all removes the search and filters.
- If nothing matches, the report says No lines match this search. with a Clear search button.
When a filtered report cannot total a column honestly (because that figure is not a plain sum of its lines), it says so under the report rather than showing a wrong total.
See Running a report: dates, filters and refresh.
Finding a transaction anywhere
| You want | Use |
|---|---|
| Any transaction by date, amount, name, account or number | Edit ▸ Advanced Find… See Advanced Find. |
| One document's links and its journal, by its number | Edit ▸ Transaction History… (Ctrl+H) or Edit ▸ Transaction Journal… (Ctrl+Y). See Transaction History and Transaction Journal. |
| A screen or a quick answer | Ctrl+K. See Go To / Look Up. |